Business Advisory

As a result of many years of service and a diverse client base our team has gained valuable experience in numerous areas that assist individuals, businesses and organizations. In addition to providing technical services many clients rely on us to address a wide variety of challenges they face.

Acquisition or Sale of a Business

Making the decision to buy or sell a business involves many important details. We can assist you with all aspects of the process from start to finish including:

Performing due diligence procedures

Assisting with the preparation of buy or sell agreements

Structuring the acquisition or sale (shares vs. assets)

Helping with negotiations and determination of value

Quantifying tax effects

Restructuring

Often times circumstances change in a business such as the expansion of operations, the addition of new shareholders, or the purchase of real estate. These changes may require the existing corporate structure to be modified. We can determine the most effective way to restructure the business. These services include:

Assessing options and planning the optimal structure

Cash flow projections and financing advice

Forecasts and projections

Assistance with shareholder or banking agreements

Creditor proofing transactions

Compensation and insurance planning

Other Services

At Powell Jones LLP our clients rely on us daily for advice on many individual, business or organizational matters and we are committed to providing timely and accurate guidance. Additional services offered include, but are not limited to:

Risk management

HR consulting

Strategy and operations

Bookkeeping assistance and computer software selection

Assisting with new business start-ups (incorporation, CRA registrations, payroll and more)